Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
INR ADVISORS7+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $18,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,146 | $65,125-78.3% | $143,797-90.2% | $66,949-78.9% |
| Participation rate | 72.1% | 65.2%+6.9pp | 80.3%-8.2pp | 69.8%+2.3pp |
| Annual return | -17.33% | -11.13%-6.2pp | -0.04%-17.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $916 | $2,362-61.2% | $4,952-81.5% | $2,545-64.0% |
| Participant deferral / active EE | $1,844 | $2,920-36.8% | $5,638-67.3% | $4,239-56.5% |
| Admin fee / account holder | $116 | $503-77.0% | $14,679-99.2% | $594-80.5% |